See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,977 | $90,348-38.0% | $75,972-26.3% | $145,922-61.6% |
| Participation rate | 84.6% | 74.5%+10.2pp | 69.1%+15.6pp | 80.3%+4.3pp |
| Annual return | 10.68% | 620.88%-610.2pp | 359.55%-348.9pp | 561.29%-550.6pp |
| Employer contribution / active EE | $7,717 | $3,311+133.1% | $2,685+187.4% | $4,660+65.6% |
| Participant deferral / active EE | $912 | $5,162-82.3% | $4,255-78.6% | $6,688-86.4% |
| Admin fee / account holder | $1,077 | $8,467-87.3% | $6,467-83.4% | $13,397-92.0% |